Original filing (PDF)20251016091607NAL0012372898001

MENDEL AND ASSOCIATES LLC

Name: MENDEL AND ASSOCIATES LLC — MENDEL AND ASSOCIATES PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MENDEL AND ASSOCIATES LLC

Form 5500-SF

FILING_RECEIVED

MENDEL AND ASSOCIATES PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MENDEL AND ASSOCIATES LLC.

Plan sponsor

Name

MENDEL AND ASSOCIATES LLC

EIN

27-4291830

Address

46 BONWOOD ROAD · NEEDHAM, MA · 02492

Phone

(781) 642-9599

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-09-11

Filed

2025-10-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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